Are You Spreadsheet-Friendly?

It is not news that many organizations still rely on Microsoft Excel for their sales compensation administration. And to no one’s surprise, everyone may have experienced the nightmare when dealing with endless rows of data mixed with complicate formulas. What if Excel is acting so unusually causing errors that never go away? It has been compensation professional’s dream to set themselves free from a spreadsheet.

Use of Spreadsheet

Many have suggested solutions to win over the war between error-prone spreadsheets in recent years. As a result, quite a large number of companies have been successful to automate their operations through Enterprise Resources Planning (ERP). Even if your business is fully equipped with a sound automated system though, human intervention is inevitable in various business activities regardless the size and scope of the business. The most common use of Excel would probably be generating various types of ad hoc reports for different audience. In any department of a business, or maybe the business itself, metrics are useful source of analyzing business’s past, current, and future opportunities and risks.

This is why inLOGIC has developed the system spreadsheet-friendly.

inLOGIC works with no difference when it comes to spreadsheet integration. Users can import and export large volumes of data using ordinary spreadsheets in .XLS or .CSV format.

Download Template

When importing a large volume of data, it is crucial to make sure the data source is correct and succinct with the system you have configured. In order to avoid any unnecessary errors and exceptions, we highly recommend users use templates.

What is a Template?

Templates are prepared after the fact that you have configured Payee, Transaction, and Reference tables according to your business requirements and plans. Currently, inLOGIC creates a template in .XLS format. The biggest benefit of using template is that you can rest assured that the template will contain all the data fields you have created at configuration stage.

In order to download a template:

• Go to one of the modules (Payee, Transaction, or Reference)
• Click Import button
• Click Download Excel Template button

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Import Data

Now that you have the template handy, you can fill the spreadsheet with values that are going to be entered in to inLOGIC. When all the values are populated, you can start uploading.

In order to start Import, you can use one of the two access points: at the top system menu bar and inside each module.

Either way, it will take you to the Imports page. On the Imports page,

• Click New Import button
• When File Upload window prompts, select the file to import
• With the file chosen, click Upload File button
• Click Import button to execute Data Validation

When the Status indicates Import is completed or displays any other feedback, click the row and review the detail at the bottom of window in Data table.

If Import was not successful, the system will feed relevant error messages.